* Financial Services Cloud *

What version of financial services cloud is the delivered Account object NAICS field and description available? I cannot find this in the documentation and am trying to refer to this for a question. Any help is appreciated, thanks!

Hello! I am trying to get a better understanding of the data model around Producers, Agents, Contacts, Carriers, Licenses etc.

I have gone through this trail, but do not completely understand it. Specifically:

1. How are you linking Agent to their Agency?

2. How are you recording the states an agent is licensed for?

3. How are you recording which insurance/carrier they might sell for?

4. What specifically is the use of Producer in the data model? Seems to be a junction object linking agents to the InsurancePolicy?

5. Business Licenses, Authorized Lines, Distributer Authorization - anyone have further documentation on this beyond trailhead and the dev guides?

Much thanks in advance!

#Trailhead Challenges

I am working on the FSC work book and came across below exercise:

Rachel Adams has a new Accountant, Steve Smith from Smith, Kohl and Company. The Advisor

wants to capture that information in ARC. Let’s add her new Accountant’s firm via the ARC Related Account card as an Account-Account

Relationship and let’s add Steve Smith as a Contact-Contact relationship.

When we are creating a relationship for a client which is a person account with a business firm, it should be a Account-Contact relationship. For a client(B2C), can we create a Account to Account relationship using ARC.

Hi All, I have registered for FSC exam and I am going through official webinars and hands on, also checked exam book guide 

, the webinars mostly covers about fsc introduction, person account ,househould, action template, omnistudio and many more but exam guide don't suggest these topic. Anyone in the group please guide me what should be the path to crack FSC exam and is there any official questions book or some tips so I can get some hands on for questions. 

I am really looking for one of the mentor who can guide me for same.

I am looking to get hands on experience in Service Process Studio for Financial Services Cloud. I am unable to see any option to request a Playground with Service Process Studio included/pre-installed.

Please point me to help material with details to request for such a Playground.

Has anyone made the migration from FSC Managed package to FSC core objects?  

We're a financial advisory firm and I'm prepping for a major integration bringing in our managed financial account data on a nightly basis. Our org is about 2.5 years old and we've built everything off the FSC managed package for households and financial accounts.   

Our org is considered the source of truth through the opportunity phase, and then our BD's reporting becomes the source of truth with all financial account info/holdings. I haven't deployed anything yet in Finserv__FinancialAccount__c object since we've been waiting for the integration to be built. 

Is it worth the time and effort now to transition to FSC core objects and unravel all FinServ__ objects and fields? My understanding is if I'm going to use FSC core financial accout objects, I should be using FSC core household model with PartyRelationGroup.  

I'm leaning towards dealing with this migration now vs collecting more debt against FinServ__ and having this migration ballon later in a few years.  

Are there any Practice test for Financial Services Cloud Accredited Professional (AP-208) Exam?